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Cassaday & Co Wealth Management LLC: GAIN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cassaday & Co Wealth Management LLC on GAIN, newest first. How the timeline and the estimate are built.

Cassaday & Co Wealth Management LLC held 62,500 GAIN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,500 shares
    Change vs previous 13F -16,500 shares

    0.02% of the 13F portfolio, value $966,250.

    13F-HR 0001963612-26-000004 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 79,000 shares
    Change vs previous 13F -53,000 shares

    0.02% of the 13F portfolio, value $1,122,985.

    13F-HR 0001963612-26-000002 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 132,000 shares
    Change vs previous 13F +4,000 shares

    0.04% of the 13F portfolio, value $1,844,040.

    13F-HR 0001963612-26-000001 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 128,000 shares
    Change vs previous 13F +15,500 shares

    0.04% of the 13F portfolio, value $1,768,960.

    13F-HR 0001963612-25-000002 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 112,500 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,605,375.

    13F-HR 0001765380-25-000286 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 112,500 shares
    Change vs previous 13F +4,500 shares

    0.04% of the 13F portfolio, value $1,503,000.

    13F-HR 0001765380-25-000163 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 108,000 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,431,000.

    13F-HR 0001765380-25-000031 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).